# Fee-only financial advisors in Bethesda, Maryland > Start with a fee-only advisor in Bethesda whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Stein Olavsrud of FBB Capital Partners, Frank Byskov of Forty4 Financial and Stephanie Anderson of Councilor, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/maryland/bethesda/ 102 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Bethesda? Start with a fee-only advisor in Bethesda whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Stein Olavsrud of FBB Capital Partners, Frank Byskov of Forty4 Financial and Stephanie Anderson of Councilor, chosen for their credentials and fees on file. ## How many fee-only advisors in Bethesda are there? The Wellspent public graph lists 102 fee-only advisors in Bethesda, at 31 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Bethesda focus on? The most common focus among fee-only advisors in Bethesda is family wealth transfer (23), followed by tax planning (16) and estate planning (15). Advisors can list more than one. ## How do fee-only advisors in Bethesda charge? The most common fee among fee-only advisors in Bethesda is a percentage of assets, used by 98% of the 101 with fees on file. Many use more than one: 73% charge fixed fees and 64% charge by the hour. ## How much do fee-only financial advisors charge in Maryland? Fee-only financial advisors in Maryland charge a median of $3,800 a year for ongoing planning. We found this across the published prices of 18 Maryland firms. ## How many fee-only advisors in Bethesda hold the CFP? 41% of the 102 fee-only advisors in Bethesda hold the CFP certification, based on the credentials listed on each record. ## Does Maryland tax income on top of federal tax? Yes. Maryland has a state income tax, so a financial plan for a Maryland resident should project it alongside federal tax. ## Is there a local income tax in Maryland? Yes. In Maryland, every county and Baltimore City add a local income tax. ## How current is this list of fee-only advisors in Bethesda? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Ben Brown](https://find.wellspent.co/advisors/ben-brown.md) | Entelechy | Bethesda, Maryland | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Remick](https://find.wellspent.co/advisors/elizabeth-remick.md) | Ithaka Financial Planning | Bethesda, Maryland | CFP, MBA | Percentage of assets | | [Steven Jefferys](https://find.wellspent.co/advisors/steven-jefferys.md) | Arch Financial Advisors, LLC | Bethesda, Maryland | CFA, CFP, MBA | Hourly, Fixed fees | | [Stein Olavsrud](https://find.wellspent.co/advisors/stein-olavsrud.md) | FBB Capital Partners | Bethesda, Maryland | AAMS, CFP, CMFC, CFA, CPA | Percentage of assets, Hourly, Fixed fees | | [Mario Zumbo](https://find.wellspent.co/advisors/mario-zumbo.md) | Preserve Private Wealth | Bethesda, Maryland | CFP | Percentage of assets, Fixed fees | | [Vincent Barrett](https://find.wellspent.co/advisors/vincent-barrett.md) | Acorn Financial Services | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Abbie Frishman](https://find.wellspent.co/advisors/abbie-frishman.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Drew Culver](https://find.wellspent.co/advisors/drew-culver.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Jane Rowny](https://find.wellspent.co/advisors/jane-rowny.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Judith Barnhard](https://find.wellspent.co/advisors/judith-barnhard.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Reema Patel](https://find.wellspent.co/advisors/reema-patel.md) | Councilor | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephanie Anderson](https://find.wellspent.co/advisors/stephanie-anderson.md) | Councilor | Bethesda, Maryland | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Aaron Wall](https://find.wellspent.co/advisors/aaron-wall.md) | Fidelis Capital | Bethesda, Maryland | CFA | Percentage of assets, Fixed fees | | [Gregory Estes](https://find.wellspent.co/advisors/gregory-estes.md) | Councilor | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Sean McElhaney](https://find.wellspent.co/advisors/sean-mcelhaney.md) | Family Office Research | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Frank Byskov](https://find.wellspent.co/advisors/frank-byskov.md) | Forty4 Financial | Bethesda, Maryland | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jamie Bigsby](https://find.wellspent.co/advisors/jamie-bigsby.md) | Glassy Mountain Advisors | Bethesda, Maryland | CFP | Percentage of assets | | [Jiaxuan Zhuang](https://find.wellspent.co/advisors/jiaxuan-zhuang.md) | MZ Capital | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Benjamin Hilyard](https://find.wellspent.co/advisors/benjamin-hilyard.md) | Fidelis Capital | Bethesda, Maryland | | Percentage of assets, Fixed fees | | [Christopher Tate](https://find.wellspent.co/advisors/christopher-tate.md) | Fidelis Capital | Bethesda, Maryland | | Percentage of assets, Fixed fees | | [David Seamans](https://find.wellspent.co/advisors/david-seamans.md) | Sargent Investment Group | Bethesda, Maryland | CFP | Percentage of assets | | [Karly Holland](https://find.wellspent.co/advisors/karly-holland.md) | Divergent Planning | Bethesda, Maryland | CFP | | | [Zachary Hubbard](https://find.wellspent.co/advisors/zachary-hubbard.md) | Sargent Investment Group | Bethesda, Maryland | CFP | Percentage of assets | | [Andrew Schenker](https://find.wellspent.co/advisors/andrew-schenker.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Brian Curtin](https://find.wellspent.co/advisors/brian-curtin.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Brian Hawthorne-Codato](https://find.wellspent.co/advisors/brian-hawthorne-codato.md) | Glassy Mountain Advisors | Bethesda, Maryland | CFA | Percentage of assets | | [Brian Luts](https://find.wellspent.co/advisors/brian-luts.md) | LGG Financial | Bethesda, Maryland | | Percentage of assets | | [Craig Lukin](https://find.wellspent.co/advisors/craig-lukin.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [David Greenleigh](https://find.wellspent.co/advisors/david-greenleigh.md) | LGG Financial | Bethesda, Maryland | | Percentage of assets | | [Derek Stone](https://find.wellspent.co/advisors/derek-stone.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Kenneth Long](https://find.wellspent.co/advisors/kenneth-long.md) | Heritage Investors Management | Bethesda, Maryland | CFA, CIC | Percentage of assets, Hourly, Fixed fees | | [Michael Cornfeld](https://find.wellspent.co/advisors/michael-cornfeld.md) | Heritage Investors Management | Bethesda, Maryland | CFA, CIC | Percentage of assets, Hourly, Fixed fees | | [Michael McIntyre](https://find.wellspent.co/advisors/michael-mcintyre.md) | Glassy Mountain Advisors | Bethesda, Maryland | CFA | Percentage of assets | | [Scott Wilson](https://find.wellspent.co/advisors/scott-wilson.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Taylor Fucci](https://find.wellspent.co/advisors/taylor-fucci.md) | Heritage Investors Management | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Morgan Freund](https://find.wellspent.co/advisors/morgan-freund.md) | Family Office Research | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Scott Freund](https://find.wellspent.co/advisors/scott-freund.md) | Family Office Research | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Timothy Pang](https://find.wellspent.co/advisors/timothy-pang.md) | Sargent Investment Group | Bethesda, Maryland | CFA | Percentage of assets | | [Daniel Ryan](https://find.wellspent.co/advisors/daniel-ryan.md) | Alikos Wealth Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Laura McAree](https://find.wellspent.co/advisors/laura-mcaree.md) | Heritage Investors Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Peter Ryan](https://find.wellspent.co/advisors/peter-ryan.md) | Alikos Wealth Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Brian McGregor](https://find.wellspent.co/advisors/brian-mcgregor.md) | Sargent Investment Group | Bethesda, Maryland | | Percentage of assets | | [Christopher Rhyne](https://find.wellspent.co/advisors/christopher-rhyne.md) | Sargent Investment Group | Bethesda, Maryland | | Percentage of assets | | [Christopher Sargent](https://find.wellspent.co/advisors/christopher-sargent.md) | Sargent Investment Group | Bethesda, Maryland | | Percentage of assets | | [Edward Lamade](https://find.wellspent.co/advisors/edward-lamade.md) | Sargent Investment Group | Bethesda, Maryland | | Percentage of assets | | [Laura Hodgson](https://find.wellspent.co/advisors/laura-hodgson.md) | Sargent Investment Group | Bethesda, Maryland | | Percentage of assets | | [Matthew Elmore](https://find.wellspent.co/advisors/matthew-elmore.md) | Sargent Investment Group | Bethesda, Maryland | | Percentage of assets | | [Ricardo Rosenberg](https://find.wellspent.co/advisors/ricardo-rosenberg.md) | Sargent Investment Group | Bethesda, Maryland | | Percentage of assets | | [Samuel Beach](https://find.wellspent.co/advisors/samuel-beach.md) | Sargent Investment Group | Bethesda, Maryland | | Percentage of assets | | [Sara Mongno](https://find.wellspent.co/advisors/sara-mongno.md) | Sargent Investment Group | Bethesda, Maryland | | Percentage of assets | | [Susette Gustini](https://find.wellspent.co/advisors/susette-gustini.md) | Sargent Investment Group | Bethesda, Maryland | | Percentage of assets | | [Thomas Healy](https://find.wellspent.co/advisors/thomas-healy.md) | Sargent Investment Group | Bethesda, Maryland | | Percentage of assets | | [Alejandro Vela](https://find.wellspent.co/advisors/alejandro-vela.md) | FBB Capital Partners | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrea McClelland](https://find.wellspent.co/advisors/andrea-mcclelland.md) | Aegis Wealth | Bethesda, Maryland | CFP | Percentage of assets, Fixed fees | | [Anuj Grover](https://find.wellspent.co/advisors/anuj-grover.md) | Lake Street | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Barbara Warner](https://find.wellspent.co/advisors/barbara-warner.md) | Warner Financial | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Schaefer](https://find.wellspent.co/advisors/christopher-schaefer.md) | MV Capital Management | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Thomas](https://find.wellspent.co/advisors/christopher-thomas.md) | Macroview Investment Management | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Warner](https://find.wellspent.co/advisors/christopher-warner.md) | Warner Financial | Bethesda, Maryland | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Eun Kim](https://find.wellspent.co/advisors/eun-kim.md) | Aegis Wealth | Bethesda, Maryland | CFP | Percentage of assets, Fixed fees | | [Gay Truscott](https://find.wellspent.co/advisors/gay-truscott.md) | Edgemoor Investment Advisors | Bethesda, Maryland | CFP | Percentage of assets | | [Heath Brewer](https://find.wellspent.co/advisors/heath-brewer.md) | Trumbower Financial Advisors | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Jaime Quiros](https://find.wellspent.co/advisors/jaime-quiros.md) | FBB Capital Partners | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Jane O'Mara](https://find.wellspent.co/advisors/jane-o-mara.md) | FBB Capital Partners | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Jennifer Scher](https://find.wellspent.co/advisors/jennifer-scher.md) | FBB Capital Partners | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Jiyon Tuman](https://find.wellspent.co/advisors/jiyon-tuman.md) | Wealthspring Financial Advisors | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Jarcho](https://find.wellspent.co/advisors/kevin-jarcho.md) | Warner Financial | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Maggi Keating](https://find.wellspent.co/advisors/maggi-keating.md) | FBB Capital Partners | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Micah Patashnik](https://find.wellspent.co/advisors/micah-patashnik.md) | Macroview Investment Management | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Hoffman](https://find.wellspent.co/advisors/michael-hoffman.md) | Macroview Investment Management | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Mussio](https://find.wellspent.co/advisors/michael-mussio.md) | FBB Capital Partners | Bethesda, Maryland | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Michael Perhac](https://find.wellspent.co/advisors/michael-perhac.md) | Trumbower Financial Advisors | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Treanor](https://find.wellspent.co/advisors/michael-treanor.md) | Aegis Wealth | Bethesda, Maryland | CFP | Percentage of assets, Fixed fees | | [Robert Speece](https://find.wellspent.co/advisors/robert-speece.md) | Trumbower Financial Advisors | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Steeley](https://find.wellspent.co/advisors/thomas-steeley.md) | Steeley Advisory | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Victoria Trumbower](https://find.wellspent.co/advisors/victoria-trumbower.md) | Trumbower Financial Advisors | Bethesda, Maryland | CFP | Percentage of assets, Hourly, Fixed fees | | [Brad Neumann](https://find.wellspent.co/advisors/brad-neumann.md) | Trumbower Financial Advisors | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Bryce Sistrunk-Lewis](https://find.wellspent.co/advisors/bryce-sistrunk-lewis.md) | Edgemoor Investment Advisors | Bethesda, Maryland | CFA | Percentage of assets | | [Christina Bresnan](https://find.wellspent.co/advisors/christina-bresnan.md) | Trumbower Financial Advisors | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Danish Jawaid](https://find.wellspent.co/advisors/danish-jawaid.md) | FBB Capital Partners | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [David Warner](https://find.wellspent.co/advisors/david-warner-4433138.md) | Warner Financial | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [John Petrofsky](https://find.wellspent.co/advisors/john-petrofsky.md) | FBB Capital Partners | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Mel Casey](https://find.wellspent.co/advisors/mel-casey.md) | FBB Capital Partners | Bethesda, Maryland | CFA | Percentage of assets, Hourly, Fixed fees | | [Paul Meehan](https://find.wellspent.co/advisors/paul-meehan.md) | Edgemoor Investment Advisors | Bethesda, Maryland | CFA | Percentage of assets | | [Steven Larosa](https://find.wellspent.co/advisors/steven-larosa.md) | Edgemoor Investment Advisors | Bethesda, Maryland | CFA | Percentage of assets | | [Anabel Quintero](https://find.wellspent.co/advisors/anabel-quintero.md) | MV Capital Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Arian Vojdani](https://find.wellspent.co/advisors/arian-vojdani.md) | MV Capital Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Brian Salcetti](https://find.wellspent.co/advisors/brian-salcetti.md) | Sandbox Financial Partners | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Courtney Vojdani](https://find.wellspent.co/advisors/courtney-vojdani.md) | MV Capital Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Daniel Cohen](https://find.wellspent.co/advisors/daniel-cohen.md) | Macroview Investment Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Edward Tuvin](https://find.wellspent.co/advisors/edward-tuvin.md) | Tuvin & Tuvin | Bethesda, Maryland | | Fixed fees, Performance-based fees | | [Jean Hoff](https://find.wellspent.co/advisors/jean-hoff.md) | Aegis Wealth | Bethesda, Maryland | | Percentage of assets, Fixed fees | | [John Ohly](https://find.wellspent.co/advisors/john-ohly.md) | Bontempo Ohly Capital Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Kapil Shiohare](https://find.wellspent.co/advisors/kapil-shiohare.md) | Thinagee Investments | Bethesda, Maryland | | Percentage of assets, Hourly | | [Katrina Lamb](https://find.wellspent.co/advisors/katrina-lamb.md) | MV Capital Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Kedest Baharu](https://find.wellspent.co/advisors/kedest-baharu.md) | MV Capital Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Mark Underwood](https://find.wellspent.co/advisors/mark-underwood.md) | MV Capital Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Masood Vojdani](https://find.wellspent.co/advisors/masood-vojdani.md) | MV Capital Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Ormand Bontempo](https://find.wellspent.co/advisors/ormand-bontempo.md) | Bontempo Ohly Capital Management | Bethesda, Maryland | | Percentage of assets, Hourly, Fixed fees | | [Philipp Bentley](https://find.wellspent.co/advisors/philipp-bentley.md) | Edgemoor Investment Advisors | Bethesda, Maryland | | Percentage of assets | | [Viveka Ryn](https://find.wellspent.co/advisors/viveka-ryn.md) | Aegis Wealth | Bethesda, Maryland | | Percentage of assets, Fixed fees | | [Yingjie Shu](https://find.wellspent.co/advisors/yingjie-shu.md) | Kailasa Capital Management | Bethesda, Maryland | | Percentage of assets, Performance-based fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).